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AdvisorCRM pricing
6 plans on the record · a free plan
Every plan
Core CRM
Free
Unlimited contacts · Up to 3 users · One calendar and email sync · Custodian integration · AI meeting notes by manual upload
Read 21 Oct 2026 · advisorcrm.com
Workflows & AI
$59 per month
Up to 5 users · Auto-joining AI meeting notetaker · Custodial alerts and advanced automation · Unlimited calendars and email accounts · Auto-filled forms and e-signatures · Zapier automation · Structured product, insurance, and tax modules
Read 21 Oct 2026 · advisorcrm.com
Performance Reporting
$97 per month
Advanced analytics and portfolio reporting dashboards
Read 21 Oct 2026 · advisorcrm.com
Trading & Billing
$499 per month
Integrated trading · Automated client billing
Read 21 Oct 2026 · advisorcrm.com
Compliance Suite
Contact us
Compliance and regulatory management tools
Read 21 Oct 2026 · advisorcrm.com
Enterprise
Custom
Dedicated account manager and onboarding · Custom integrations and API access · SSO and advanced security controls · Unlimited clients and usage subject to fair use · Custom SLA and premium support
Read 21 Oct 2026 · advisorcrm.com